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Evolve Private Wealth’s Ashland ASH Stock Holding History

Evolve Private Wealth’s Portfolio ASH Stock Details ASH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$415K Sell
6,302
-1,222
-16% -$71K 0.03% 589
2026
Q1 		$418K Sell
7,524
-593
-7% -$35.1K 0.02% 656
2025
Q4 		$476K Buy
+8,117
New +$429K 0.03% 545

Other funds holding ASH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SI
Standard Investments New York $1.93B AUM 6.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
CLG
Cooperman Leon G $3.55B AUM 41.85% 1-Year Est. Return

Evolve Private Wealth's ASH Position: Q2 2026 in Review

Evolve Private Wealth reduced its Ashland (ASH) stake by 16% in Q2 2026, selling an estimated $71K and leaving 6,302 shares worth $415K. The position accounts for 0.03% of the portfolio, ranked #589.

Evolve Private Wealth first reported a position in ASH in Q4 2025 and has held it in 3 quarters since. The position peaked at $476K in Q4 2025. 355 funds tracked by Wall St. Rank hold ASH as of Q2 2026.

  • Evolve Private Wealth held 6,302 shares of Ashland worth $415K as of Q2 2026.
  • Evolve Private Wealth sold 1,222 Ashland shares in Q2 2026, an estimated $71K.
  • Ashland made up 0.03% of Evolve Private Wealth's portfolio in Q2 2026, its #589 holding.
  • Evolve Private Wealth first reported a position in Ashland in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Ashland position peaked at $476K in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Ashland as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.